Your Asset Allocation

Want to know how your asset allocation compares to other investors?

Input the USD values of your investments in different asset classes to see a pie chart of your allocation and pier comparison. Click the (i) button next to each asset class if you need more info.

Asset Category

USD Value

Percentage

Stocks

all public stocks, mutual funds comprised of stock, index funds of all categories. This also includes pubic stock held through roboadvisors. This does not include private equity / angel investing stock.

$

Bonds

all bonds including government, corporate, and municipal bonds. This does not include peer-2-peer lending, or non publicly traded bonds

$

Physical Property

all property ownership including equity in your own home, land, physical property, REITS, timeshares, real estate crowd funding. This should not include debt collateralized by property which belongs wither in ‘P-2-P lending’ or ‘Bonds’ categories depending on how you’d like to class it.

$

Annuities

all annuity products that you owntry.

$

Life Insurance

what the liquid value of your life insurance is

$

Personal Business Equity

this includes any business that you own and operate. If you do not actively operate this, it should go in ‘Private Equity Investments’. This should be a conservative number that you feel would be the present value of the equity if you wanted to quickly liquidate it.

$

Private Company Investments

includes any private equity investments you have done including angle investments, venture capital investments, crowdfunding equity investments where the stake you hold is mostly equity. This should not include your own business that you manage which would be "Personal Company Equity". This figure should be a conservative number that you feel would be the present value of the equity if you wanted to quickly liquidate it.

$

Cash (domestic)

this is all your home country cash, including physical cash, checkings / savings, and fixed deposits.

$

Cash (Foreign)

this is all your home country cash, including physical cash, checkings / savings, and fixed deposits.

$

Gold & Metals

includes both physical metals and paper based assets such as Gold ETFs.

$

Crypto-Currencies

includes all types of crypto-currencies such as Bitcoin, Ether, and Alt-coins

$

P-2-P Lending

includes direct loans you have made to individuals, and other P-2-P loans through platforms such as LendingClub, Prosper, and PeerStreet. This includes both collateralized and unsecured loans.

$

Alternative Assets

may include any investments that are not appropriately categorize above including FX trading accounts, fine art, collectible cars, music royalties, etc

$

Other

anything that would not appropriately fit in the above categories including "Alternative Assets". Please email us if you feel we should add an additional category.

$

Total

$0

Confirm

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